Understand exactly what syncs to Kareo: appointments, patient records, and structured intake summaries

No. MedReception captures what the caller says about their reason for the visit and returns it as a structured summary. Your staff reads that summary and enters the chief complaint into Kareo—this lets you standardize language and catch missing details.

No. If the caller mentions allergies or medications, MedReception returns that information as part of the intake summary. Your staff then enters it into Kareo's allergy and medication fields. This validation step prevents errors in the permanent record.

MedReception captures insurance details during the call and returns them as a structured summary. Your billing staff verifies the policy, checks active coverage, and enters the information into Kareo—this reduces claim rejections.

Call recordings and detailed notes are stored in the MedReception portal, not Kareo. Your staff can retrieve them anytime via a secure login to reference during chart documentation or dispute resolution.

Your practice is responsible. MedReception captures and structures the data; your staff validates and files it to Kareo. This division of labor ensures your physicians review and sign off on chart entries.

MedReception asks for the patient's date of birth or phone number and searches your Kareo database. If matched, demographics are confirmed and updated. If no match, a new patient record is created in Kareo.